J CALICO LLC & THE J CALICO HOLDING
Plan context: J. CALICO 401(K) PLAN
EIN 27-3946688 • Cincinnati, OH • 11 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$42,715
2025 Contributions
$5,389
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $42,715 | $5,389 | $1,796iApproximate average salary by contribution assumption: employee only about $44,908 at 4% or $29,939 at 6%; with 50% employer match about $29,939 at 4% or $19,959 at 6%; with 100% employer match about $22,454 at 4% or $14,969 at 6%. |
| J. CALICO 401(K) PLAN | - | 3 | $42,715 | $5,389 | $1,796iApproximate average salary by contribution assumption: employee only about $44,908 at 4% or $29,939 at 6%; with 50% employer match about $29,939 at 4% or $19,959 at 6%; with 100% employer match about $22,454 at 4% or $14,969 at 6%. |
| 2024 | 1 | 4 | $41,393 | $5,027 | $1,257iApproximate average salary by contribution assumption: employee only about $31,419 at 4% or $20,946 at 6%; with 50% employer match about $20,946 at 4% or $13,964 at 6%; with 100% employer match about $15,709 at 4% or $10,473 at 6%. |
| J. CALICO 401(K) PLAN | - | 4 | $41,393 | $5,027 | $1,257iApproximate average salary by contribution assumption: employee only about $31,419 at 4% or $20,946 at 6%; with 50% employer match about $20,946 at 4% or $13,964 at 6%; with 100% employer match about $15,709 at 4% or $10,473 at 6%. |
| 2023 | 1 | 4 | $31,188 | $4,369 | $1,092iApproximate average salary by contribution assumption: employee only about $27,306 at 4% or $18,204 at 6%; with 50% employer match about $18,204 at 4% or $12,136 at 6%; with 100% employer match about $13,653 at 4% or $9,102 at 6%. |
| J.CALICO, LLC & THE J.CALICO HOLDING CO 401(K) PLAN | - | 4 | $31,188 | $4,369 | $1,092iApproximate average salary by contribution assumption: employee only about $27,306 at 4% or $18,204 at 6%; with 50% employer match about $18,204 at 4% or $12,136 at 6%; with 100% employer match about $13,653 at 4% or $9,102 at 6%. |
| 2022 | 1 | 4 | $21,975 | $3,820 | $955iApproximate average salary by contribution assumption: employee only about $23,875 at 4% or $15,917 at 6%; with 50% employer match about $15,917 at 4% or $10,611 at 6%; with 100% employer match about $11,938 at 4% or $7,958 at 6%. |
| J.CALICO, LLC & THE J.CALICO HOLDING CO 401(K) PLAN | - | 4 | $21,975 | $3,820 | $955iApproximate average salary by contribution assumption: employee only about $23,875 at 4% or $15,917 at 6%; with 50% employer match about $15,917 at 4% or $10,611 at 6%; with 100% employer match about $11,938 at 4% or $7,958 at 6%. |
| 2021 | 2 | 5 | $23,749 | $3,113 | $623iApproximate average salary by contribution assumption: employee only about $15,565 at 4% or $10,377 at 6%; with 50% employer match about $10,377 at 4% or $6,918 at 6%; with 100% employer match about $7,783 at 4% or $5,188 at 6%. |
| J.CALICO, LLC & THE J.CALICO HOLDING CO 401(K) PLAN | - | 5 | $23,749 | $3,815 | $763iApproximate average salary by contribution assumption: employee only about $19,075 at 4% or $12,717 at 6%; with 50% employer match about $12,717 at 4% or $8,478 at 6%; with 100% employer match about $9,538 at 4% or $6,358 at 6%. |
| J CALICO LLC & THE J CALICO HOLDING MEDOVA LIFESTYLE HEALTH PLAN | - | 0 | $0 | -$702 | - |
| 2020 | 2 | 5 | $21,362 | $11,943 | $2,389iApproximate average salary by contribution assumption: employee only about $59,715 at 4% or $39,810 at 6%; with 50% employer match about $39,810 at 4% or $26,540 at 6%; with 100% employer match about $29,858 at 4% or $19,905 at 6%. |
| J.CALICO, LLC & THE J.CALICO HOLDING CO 401(K) PLAN | - | 5 | $17,369 | $7,641 | $1,528iApproximate average salary by contribution assumption: employee only about $38,205 at 4% or $25,470 at 6%; with 50% employer match about $25,470 at 4% or $16,980 at 6%; with 100% employer match about $19,103 at 4% or $12,735 at 6%. |
| J CALICO LLC & THE J CALICO HOLDING MEDOVA LIFESTYLE HEALTH PLAN | - | 0 | $3,993 | $4,302 | - |
| 2019 | 1 | 6 | $14,651 | $7,672 | $1,279iApproximate average salary by contribution assumption: employee only about $31,967 at 4% or $21,311 at 6%; with 50% employer match about $21,311 at 4% or $14,207 at 6%; with 100% employer match about $15,983 at 4% or $10,656 at 6%. |
| J.CALICO, LLC & THE J.CALICO HOLDING CO 401(K) PLAN | - | 6 | $14,651 | $7,672 | $1,279iApproximate average salary by contribution assumption: employee only about $31,967 at 4% or $21,311 at 6%; with 50% employer match about $21,311 at 4% or $14,207 at 6%; with 100% employer match about $15,983 at 4% or $10,656 at 6%. |
| 2018 | 1 | 5 | $5,459 | $6,012 | $1,202iApproximate average salary by contribution assumption: employee only about $30,060 at 4% or $20,040 at 6%; with 50% employer match about $20,040 at 4% or $13,360 at 6%; with 100% employer match about $15,030 at 4% or $10,020 at 6%. |
| J.CALICO, LLC & THE J.CALICO HOLDING CO 401(K) PLAN | - | 5 | $5,459 | $6,012 | $1,202iApproximate average salary by contribution assumption: employee only about $30,060 at 4% or $20,040 at 6%; with 50% employer match about $20,040 at 4% or $13,360 at 6%; with 100% employer match about $15,030 at 4% or $10,020 at 6%. |
| 2017 | 1 | 2 | $344 | $343 | $172iApproximate average salary by contribution assumption: employee only about $4,288 at 4% or $2,858 at 6%; with 50% employer match about $2,858 at 4% or $1,906 at 6%; with 100% employer match about $2,144 at 4% or $1,429 at 6%. |
| J.CALICO, LLC & THE J.CALICO HOLDING CO 401(K) PLAN | - | 2 | $344 | $343 | $172iApproximate average salary by contribution assumption: employee only about $4,288 at 4% or $2,858 at 6%; with 50% employer match about $2,858 at 4% or $1,906 at 6%; with 100% employer match about $2,144 at 4% or $1,429 at 6%. |